See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,003 | $42,504-15.3% | $159,960-77.5% | $77,904-53.8% |
| Participation rate | 59.5% | 66.9%-7.4pp | 78.0%-18.5pp | 73.7%-14.2pp |
| Annual return | -17.82% | -12.43%-5.4pp | 408.60%-426.4pp | 12.21%-30.0pp |
| Employer contribution / active EE | $1,817 | $1,684+7.9% | $4,226-57.0% | $2,848-36.2% |
| Participant deferral / active EE | $3,589 | $3,919-8.4% | $6,182-41.9% | $4,806-25.3% |
| Admin fee / account holder | $71 | $98-27.5% | $8,698-99.2% | $133-46.7% |